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Susan Moffitt
Chief Administrative Officer at Triad Financial Advisors, Inc A Onedigital
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Work Experience
Jun 2014 - Present · 10 years and 7 months
Chief Administrative Officer
Mar 2019 - Present · 5 years and 10 months
Client Services Coordinator
Nov 2015 - Present · 9 years and 2 months
Director Of Business Management
Jun 2014 - Present · 10 years and 7 months
Company Details
11-50 Employees
Triad Financial Advisors, A OneDigital Company, fee-only financial planning and investment management firm serving individuals and families throughout the United States for over 35 years. Our mission is to help people (clients, employees, and community members) live with intention.
Website
Year Founded
1982
Social Media
LinkedinFacebookTwitterInstagram
Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance, Business Financial Services, Unknown
HQ Location
3623 N. Elm Street
Suite 102
Greensboro, NC 27455, US
Keywords
Retirement planningwealth managementfinancial planning
Contact Details
- Email AddressS**@triadfa.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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